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Dakota Wealth Management’s General Mills GIS Stock Holding History

Dakota Wealth Management’s Portfolio GIS Stock Details GIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,506
Closed -$351K – 773
2024
Q4 		$351K Sell
5,506
-753
-12% -$50.5K 0.01% 567
2024
Q3 		$462K Sell
6,259
-154
-2% -$10.7K 0.01% 515
2024
Q2 		$406K Sell
6,413
-1,365
-18% -$93.7K 0.01% 532
2024
Q1 		$544K Buy
7,778
+1,179
+18% +$76.8K 0.01% 487
2023
Q4 		$430K Sell
6,599
-148
-2% -$9.55K 0.02% 448
2023
Q3 		$432K Hold
6,747
– – 0.02% 441
2023
Q2 		$517K Buy
6,747
+652
+11% +$55.7K 0.02% 377
2023
Q1 		$521K Buy
6,095
+634
+12% +$50.6K 0.03% 359
2022
Q4 		$458K Sell
5,461
-875
-14% -$71.3K 0.03% 367
2022
Q3 		$485K Buy
+6,336
New +$483K 0.04% 339
2019
Q2 		– Sell
-5,477
Closed -$284K – 294
2019
Q1 		$284K Buy
5,477
+267
+5% +$12.1K 0.06% 242
2018
Q4 		$204K Buy
5,210
+100
+2% +$4.22K 0.05% 257
2018
Q3 		$219K Sell
5,110
-90
-2% -$4.08K 0.05% 249
2018
Q2 		$230K Buy
+5,200
New +$228K 0.06% 185

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Dakota Wealth Management's GIS Position: Q1 2025 in Review

Dakota Wealth Management sold out of General Mills (GIS) in Q1 2025, closing a stake of 5,506 shares — an estimated $351K sold.

Dakota Wealth Management first reported a position in GIS in Q2 2018 and held it in 14 quarters. The position peaked at $544K in Q1 2024. 1,557 funds tracked by Wall St. Rank hold GIS as of Q1 2025.

  • Dakota Wealth Management reported no remaining General Mills position as of Q1 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 5,506 General Mills shares in Q1 2025, an estimated $351K.
  • Dakota Wealth Management first reported a position in General Mills in Q2 2018 and held it in 14 quarters.
  • Dakota Wealth Management's General Mills position peaked at $544K in Q1 2024.
  • 1,557 funds tracked by Wall St. Rank held General Mills as of Q1 2025.

Based on Dakota Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.